Wade Financial Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $60.1M | Buy |
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|
2024
Q4 | $63.2M | Buy |
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|
2024
Q3 | $61.3M | Buy |
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|
2024
Q2 | $57.6M | Sell |
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|
2024
Q1 | $56.1M | Buy |
|
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|
2023
Q4 | $47.5M | Buy |
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|
2023
Q3 | $41.2M | Buy |
|
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|
2023
Q2 | $42.3M | Buy |
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|
2023
Q1 | $37.8M | Buy |
|
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|
2022
Q4 | $33.9M | Sell |
|
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|
2022
Q3 | $33.2M | Buy |
|
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|
2022
Q2 | $34.4M | Buy |
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|
2022
Q1 | $40M | Buy |
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|
2021
Q4 | $36M | Buy |
|
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|
2021
Q3 | $31.8M | Sell |
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|
2021
Q2 | $32M | Buy |
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|
2021
Q1 | $26.9M | Buy |
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|
2020
Q4 | $24.6M | Buy |
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|
2020
Q3 | $17M | Buy |
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|
2020
Q2 | $14.8M | Buy |
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|
2020
Q1 | $11.8M | Sell |
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|
2019
Q4 | $16.2M | Buy |
|